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The JGUA Community Education Series

A customizable financial education series built with your organization in mind. Curated by our team of financial advisors, research analysts, tax specialists and more, the JGUA Community Education Series covers a wide-range of topics including:

  • Retirement & Retirement Planning
  • Estate Planning & Legacy Planning
  • Quarterly Investment & Stock Market Updates
  • Social Security Planning
  • Charitable Giving
  • Tax Strategies & Tax Optimization
  • Cybersecurity
  • Financial Planning & Financial Commentary
  • Investment Management and More!

“We are not practicing attorneys or licensed insurance sales professionals. We review these areas as an objective third party with our client’s best interests at the forefront.”

Past JGUA Community Education Series Presentations

Check out recordings of past JGUA Community Education Series presentations below!

Interested in getting your organization involved?

Fill out the form  to get started!

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Business Hours

  • Monday - Friday
  • 7:30 a.m. to 5:30 p.m.

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Locations

  • JGUA Headquarters
  • 343 Daniel Zenker Drive Horseheads, NY 14845
  • 800-936-3785
  • 607-936-8361
  • Rhinebeck, NY Branch Office
  • 20 East Market Street, Rhinebeck, NY 12572
  • 866-819-5046
  • Charlotte, NC Branch Office
  • 5955 Carnegie Blvd., Suite 100 Charlotte, NC 28209
  • 800-936-3785
  • Corning, NY Office
  • 51 E. Market St. Corning, NY 14830
  • 607-936-3785

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